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Brinker Capital Investments’s LPL Financial LPLA Stock Holding History

Brinker Capital Investments’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$784K Sell
2,783
-1,373
-33% -$412K 0.01% 1287
2026
Q1 		$1.25M Sell
4,156
-5,520
-57% -$1.85M 0.01% 987
2025
Q4 		$3.46M Buy
9,676
+2,296
+31% +$812K 0.03% 592
2025
Q3 		$2.46M Sell
7,380
-1,417
-16% -$514K 0.02% 732
2025
Q2 		$3.3M Buy
8,797
+132
+2% +$46.2K 0.03% 547
2025
Q1 		$2.83M Buy
8,665
+4,224
+95% +$1.47M 0.03% 554
2024
Q4 		$1.45M Buy
4,441
+757
+21% +$224K 0.01% 856
2024
Q3 		$857K Sell
3,684
-1,078
-23% -$243K 0.01% 1126
2024
Q2 		$1.33M Buy
4,762
+86
+2% +$23.3K 0.01% 843
2024
Q1 		$1.24M Sell
4,676
-243
-5% -$61.3K 0.01% 887
2023
Q4 		$1.17M Buy
4,919
+701
+17% +$158K 0.01% 882
2023
Q3 		$1M Sell
4,218
-540
-11% -$125K 0.01% 931
2023
Q2 		$1.03M Buy
+4,758
New +$953K 0.01% 942
2023
Q1 		– Sell
-5,778
Closed -$1.25M – 1620
2022
Q4 		$1.25M Sell
5,778
-147
-2% -$34.4K 0.02% 655
2022
Q3 		$1.29M Buy
5,925
+152
+3% +$32.3K 0.03% 604
2022
Q2 		$1.06M Buy
+5,773
New +$1.1M 0.02% 719

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Brinker Capital Investments's LPLA Position: Q2 2026 in Review

Brinker Capital Investments reduced its LPL Financial (LPLA) stake by 33% in Q2 2026, selling an estimated $412K and leaving 2,783 shares worth $784K. The position accounts for 0.01% of the portfolio, ranked #1287.

Brinker Capital Investments first reported a position in LPLA in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.46M in Q4 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Brinker Capital Investments held 2,783 shares of LPL Financial worth $784K as of Q2 2026.
  • Brinker Capital Investments sold 1,373 LPL Financial shares in Q2 2026, an estimated $412K.
  • LPL Financial made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1287 holding.
  • Brinker Capital Investments first reported a position in LPL Financial in Q2 2022 and has held it in 16 quarters since.
  • Brinker Capital Investments's LPL Financial position peaked at $3.46M in Q4 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.